Our Team

My team and I truly enjoy what we do and like to have fun at work, but we are very serious when it comes to providing our clients with prompt service, accurate communication and professionalism at all times. Please contact us immediately if you have any questions or have a request. We will work hard to address your needs without delay.

 

 
Paul A Phelps

Paul A Phelps, MSFS, CLU®, ChFC®, AEP®, CASL®

Financial Advisor
Office 845-224-0002

Professional:

 

Education:

M.S. in Financial Services from the American College

B.S. in Education from Castleton University

Chartered Life Underwriter (CLU®): Providing in depth knowledge on insurance needs of individuals, business owners and professional clients.

Chartered Financial Consultant (ChFC®): Addressing the advanced planning needs of individuals, professionals and small business owners. Providing in-depth coverage of key financial disciplines, including insurance, income taxation, retirement planning, investment and estate planning.

Accredited Estate Planner (AEP®): Sponsored by the National Association of Estate Planners and Councils, a graduate level accreditation in estate planning awarded to estate planning professionals who met the stringent requirements of experience, knowledge, professional reputation and character.

Chartered Advisor for Senior Living (CASL®): A rigorous credential in the senior and retirement planning space, with curriculum that covers wealth accumulation, income distribution and estate planning strategies for those preparing for retirement.

Licenses:

Series 7, 6, 26, 63 & 66

Currently licensed for insurance and investments in 43 states.

Associations and Memberships:

Million Dollar Round Table

Hudson Valley Estate Planning Council

National Association of Insurance and Financial Advisors (NAIFA)

 

Personal:

 
Colleen Margaret Bennett

Colleen Margaret Bennett

Planning Associate
Office 845-244-8634

Professional:

Colleen's passion and purpose has always been helping others - coming from a background of non-profit work throughout the country.  Colleen joined Northwestern Mutual in June of 2015.  She works alongside Paul as his Associate Advisor meeting with both new and existing clients.

Education:

University of Scranton with her Bachelor of Science in Counseling and Human Services, 2013. 

Colleen holds her FINRA Series 6 and 63 licenses as well as her life and health insurance licenses.

Personal:

Colleen is native to the Hudson Valley and loves continually exploring all that this beautiful area has to offer. When outside of work, Colleen spends much of her free time hiking or eating and drinking her way through the valley! Colleen also enjoys spending time with her loud and loving family, reading and practicing yoga.

 
Cassandra Marie Mandia

Cassandra Marie Mandia

Client Service Manager
Office 845-224-0002

Professional:

Cassandra (Cassie) spent the first several years of her professional career as a design consultant for fashion industry executives eventually transitioning into the marketing and advertising industry.  Cassie joined Northwestern Mutual in January of 2018.  She works alongside Paul and Colleen assisting with client service, the application and underwriting process as well as marketing for the team.

 

Education:

Marist College with her Bachelor of Professional Studies degree, 2012.

Cassie holds her NY State Life, Accident, and Health License.

 

Personal:

Outside of work at Northwestern Mutual, Cassie is a professional ballroom dancer with her husband John.  They are both instructors at Fred Astaire Dance Studio of Dutchess and enjoy the time they get to spend together teaching their students, competing, and dancing.  In her free time, Cassie enjoys working on her new home (a total fixer-upper), antique shopping, exploring the Hudson Valley for great coffee shops, and spending time with family and friends.  Lately, she and her husband have been preparing for the arrival of their first baby due in the beginning of March 2019. 

 

 

Paul A Phelps, MSFS, CLU®, ChFC®, AEP®, CASL®

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck